You can now add discount to a customer, document or item.

To start using customer level discounts, you have to first define a list of discount tiers.

Go to Admin > Settings > Integration and create a list of discount percentages that can be applied.

Now, you can go to any contact record,

and in the detail screen (on the right hand side), scroll all the way down and you can select a discount level to apply to every document created going forward;

Note: This will not affect previously created documents and if the discount is changed, previous documents are left unchanged.

When a new document is created, the selected discount is applied but can be subsequently changed on the document.

You can change the overall discount rate for a specific document.

To do this, go to your costing section,

select the Costing Settings button (top right) and near the bottom of the form, you can adjust the Overall Discount Rate(%);

You can discount a percentage off individual items in your costing.

To do this, in your costing section, you can adjust the discount on the item line,

You can also click the Actions button (at the end of the item line) to setting a discount amount which will then calculate the percentage.